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Strategies Celebrate 10 Years

Fort Washington •
strategies celebrate 10 years anniversary

The close of the third quarter marked the 10th anniversary of Fort Washington’s Focused Equity and Full Discretion Fixed Income strategies. 

Focused Equity

  • Jamie Wilhelm, Managing Director, Head of Public Equities, developed the Focused Equity strategy and has been lead Portfolio Manager since the strategy’s inception.
  • The strategy emphasizes valuation and barriers to entry in its process and the link between the two. We believe this approach is unique within the industry and has allowed the strategy to find compelling investment opportunities in a variety of market conditions.
  • Read more about the strategy
  10 Year % Rank
Focused Equity 9
Russell 3000
49
eVestment US All Cap Core Equity Universe 94 Observations

 

Full Discretion Fixed Income

  • Since inception, Full Discretion Fixed Income has outperformed the Bloomberg Barclays Agg in every quarterly rolling 3-year period on a gross-of-fees basis.
  • Managed by lead Portfolio Managers Tim Policinski and Dan Carter.
  • Read more about the Core Plus Fixed Income Strategy.
  • Also, refer to our article titled: Why Active Fixed Income Wins Over Time.
  10 Year % Rank
Full Discretion Fixed Income  49
Bloomberg Barclays U.S. Aggregate 98
eVestment US Core Plus Fixed Income Universe 113 Observations

 

rolling 3 year excess return chart
Full Discretion inception date: 10/1/2007. Percentile rank based on gross returns. Returns are presented gross of fees for illustrative purposes only and do not reflect the deduction of advisory fees. Returns will be reduced by the advisory fees and other expenses. For example, an advisory fee of 1% compounded over a 10-year period would reduce a 10% annual return to 8.9%. Rank and past performance is not indicative of future results. Rank margin of error: 1-2 points. Rank may not be representative of any one client's experience. eVestment is a paid subscription-based database service. Peer Group composition reviewed and approved by eVestment data analysts. Frank Russell Company (FRC) is the source and owner of the Russell Index data contained or reflected in this material and all trademarks and copyrights related thereto. The presentation may contain confidential information pertaining to FRC and unauthorized use, disclosure, copying, dissemination, or redistribution is strictly prohibited. This is a Fort Washington Investment Advisors, Inc. presentation of the Russell Index data. Frank Russell Company is not responsible for the formatting or configuration of this material or for any inaccuracy in Fort Washington’s presentation thereof. 



About Fort Washington Investment Advisors, Inc.
Fort Washington Investment Advisors, Inc. (Fort Washington), founded in May 1990, is the money management and primary investment arm of its parent company, Western & Southern Financial Group with more than $51.3 billion in assets as of 09/30/17.* Fort Washington is a registered investment advisor with expertise in fixed income, public equity and private equity. Clients include institutions and high-net-worth individuals throughout the country. For more information, call 513-361-7600, 888-244-8167 or visit FortWashington.com.

*Includes assets under management by Fort Washington of $47.89 billion and $3.46 billion in commitments managed by Fort Washington Capital Partners Group (FW Capital), a division, and Peppertree Partners LLC, a subsidiary. Past performance is not indicative of future results.